Henry: Commerce Software Is Entering a Bundling and Consolidation Phase
Alyssa Henry · No Priors Ep. 44 | With Former Square CEO Alyssa Henry · Dec 14, 2023 · at 18:10
Former Square CEO Alyssa Henry discusses broader structural trends in retail and e-commerce software with Sarah Guo.
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“Right now, a lot of the stuff is unbundled, and I think we're going to go into a bundling phase because it addresses a number of things. It addresses integration and it also, you can typically offer a bundle you know, for less than the sum of the individual parts and that kind of thing. So I think we're going to see, you know, from an image perspective, kind of more aggregation and more bundling because we've been through, when we went to, When we went from in-person to e-commerce, a bunch of categories kind of got created, and we're gonna see the consolidation and the bundling of categories. And the blurring of lines between them.”
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